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6 hours ago
I cannot find it while filing.
Topics:
6 hours ago
They have NOT improved for 2025. TT Deluxe claims to import prior year pdf from HR but DOES NOT. Only for HR 2008-2013.. HA. Not the 2024 taxes.
6 hours ago
@Chillv123
(a) Are you and your husband living in the US or are you abroad ( and if so which country, please )?
(b) What do you mean immigration process -- getting a K-visa or for GreenCard ?...
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@Chillv123
(a) Are you and your husband living in the US or are you abroad ( and if so which country, please )?
(b) What do you mean immigration process -- getting a K-visa or for GreenCard ?
If you are uncomfortable ( and understandably so ) putting all the info. here on public board, you are welcome to PM me ( the little envelope on the ribbon ). That will keep all your answers/communications away from public eye. Jus NO PII ( Personally Identifiable Information) please.
Look forward to hearing from you
pk
6 hours ago
I did see on a post where you can switch to Forms view and manually fill in the 1099R sections, with the caveat that you will have to verify them using the regular software steps, once the upgrade i...
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I did see on a post where you can switch to Forms view and manually fill in the 1099R sections, with the caveat that you will have to verify them using the regular software steps, once the upgrade is released. Kind of kludgy, but I was abet to at least get a decent approximation of my tax liability today, rather than next week. I would not file my taxes using the forms approach only. FWIW.
6 hours ago
duplicate
6 hours ago
@dac10012
(a) are you a US person ( citizen/GreenCard/Resident for tax purposes) ? I ask because , if her actual residency start date is not start of year ( see item (b) below ), but you are a U...
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@dac10012
(a) are you a US person ( citizen/GreenCard/Resident for tax purposes) ? I ask because , if her actual residency start date is not start of year ( see item (b) below ), but you are a US person, you could request her to be treated as a resident for the whole calendar year. This allows you to file MFJ plus use standard deduction but exposes her world income for the year to US taxes.
(b) Was she present in the US for all of 2025 i.e. prior to/awaiting GreenCard ( Aug. 2025 )? I ask because for GreenCard holders, residency starts the on the first day of legal presence in the country.
(c) Because she is a resident for the year , you should inform the financial institutions to issue her 1099s rather than 1042-S ( and withhold the fed tax).
(d) which country is she a citizen of ( for purposes of tax treaty considerations )
I will circle back once I hear from you --yes ?
6 hours ago
No the state won’t file until you actually go through all the steps to file it. Only you can file it. And you can’t efile state until Federal has been accepted first.
6 hours ago
And how did you pay them from “funds”? They are usually paid by deductions from your Social Security checks or you paying from a bank account. Or do you mean you have a 1095-A for Marketplace ins...
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And how did you pay them from “funds”? They are usually paid by deductions from your Social Security checks or you paying from a bank account. Or do you mean you have a 1095-A for Marketplace ins premiums?
6 hours ago
Ok so I filed my federal, and yeah says info saved for state for file later Means I'll still have to manually say like yes file or edit beforehand before its filed hopefully? It won't auto file ...
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Ok so I filed my federal, and yeah says info saved for state for file later Means I'll still have to manually say like yes file or edit beforehand before its filed hopefully? It won't auto file on the 23rd with the wrong county?
6 hours ago
@Gpetry Nebraska forms for either e-file, or Paper file will not be ready until after 22 January. Thus.....Could be the current input and displays are not fully implemented yet. Come back and ...
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@Gpetry Nebraska forms for either e-file, or Paper file will not be ready until after 22 January. Thus.....Could be the current input and displays are not fully implemented yet. Come back and try to change it again on the 23rd. IF it still doesn't work then, contact Customer Support so they can try...and they will issue a software repair ticket if still needed once the full form-sets have been updated: How do I contact TurboTax?
7 hours ago
Medicare premiums can only be entered by the user of the TurboTax program. Those premiums are not pulled from any other form.
What Medicare Statement? That is not anything that is entered on a ta...
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Medicare premiums can only be entered by the user of the TurboTax program. Those premiums are not pulled from any other form.
What Medicare Statement? That is not anything that is entered on a tax return.
Or are you referring to a SSA-1099 for your Social Security benefits?
7 hours ago
The 2025 TurboTax software installed on my PC provides one link for entering the Social Security 1099-R, and another link for any other pension 1099-R entries. The link to enter the Social Security ...
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The 2025 TurboTax software installed on my PC provides one link for entering the Social Security 1099-R, and another link for any other pension 1099-R entries. The link to enter the Social Security data works, while the other doesn't. This is most definitely a glitch in the software, as there should be no need to wait for the latest IRS forms just to collect the data from TurboTax users.
7 hours ago
Yep, they are apparently dragging their feet on this. They could have used the rules in place at Midnight Dec 31, 2025 EST, instead of waiting to see IF any proposed changes are approved by Congress ...
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Yep, they are apparently dragging their feet on this. They could have used the rules in place at Midnight Dec 31, 2025 EST, instead of waiting to see IF any proposed changes are approved by Congress before allowing us to enter our 1099R info. As ineffectual as Congress is, I doubt they will be able to get anything done before April 15th!
7 hours ago
See expert Marilyn's post here https://ttlc.intuit.com/community/retirement/discussion/when-will-the-ira-401-k-pension-plan-withdrawals-1099-r-form-1099-r-section-be-available-the-program/00/3718837
7 hours ago
Its asking for LEDO name. And I followed the directions but I do not see the ARA Worksheet on my delete list.
7 hours ago
2025 personal desktop versions will NOT run on Windows 10.
7 hours ago
No. The USA personal versions, Deluxe, Premier and Home & Business need Windows 11. The separate Business program can still run on Windows 10. The Canada versions can run on Windows 10.
7 hours ago
Anyone know what form 3903 has to do with 1099r input?